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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,722 | $106,247-54.1% | $96,515-49.5% | $139,466-65.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 13.99% | 38.47%-24.5pp | 35.73%-21.7pp | 373.66%-359.7pp |
| Employer contribution / active EE | $857 | $4,106-79.1% | $3,740-77.1% | $4,754-82.0% |
| Participant deferral / active EE | $1,041 | $5,456-80.9% | $4,880-78.7% | $6,712-84.5% |
| Admin fee / account holder | $104 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |